Overview
Planning for ESOP distribution and diversification payments can be complex—but the right strategies can make a meaningful difference.
Join Allison Wilkerson and Myriem Bennani for the upcoming NCEO webinar to explore unique strategies to help companies proactively manage distribution and diversification obligations within an ESOP structure. Whether you’re a business owner, HR professional, or financial advisor, this session will provide you with valuable tools to navigate ESOP planning with confidence.
Learning Objectives:
- Understand the legal requirements for paying distributions and satisfying diversification requirements under an ESOP
- Analyze planning opportunities that may be created by using an “administrative loan” to pay plan benefit obligations
- Understand methods for satisfying the administrative loan to meet benefit level goals of the plan
